Group Director

Group Directo r

Russell Tobin is partnering with a leading global wealth management firm to identify an experienced Group Director to support a high-performing Financial Advisor/Private Wealth Advisor team. This is a senior leadership opportunity for a client service professional with extensive wealth management experience who thrives in a fast-paced, client-focused environment.

The Group Director will oversee the team's client service model, lead support professionals, optimize business operations, and help deliver an exceptional experience for high-net-worth clients. This individual will work closely with Financial Advisors, Private Wealth Advisors, Business Service Officers, and internal business partners to drive operational excellence and support business growth.

Responsibilities

• Lead and oversee all aspects of the team's client service model
• Build and maintain strong relationships with clients, advisors, and internal business partners
• Support Financial Advisors and Private Wealth Advisors in strengthening existing client relationships and developing new business opportunities
• Prepare for client meetings, manage follow-up items, and ensure timely execution of action plans
• Prepare and review client reports and financial planning materials using firm-approved systems
• Participate in client and prospective client meetings from a client service perspective
• Identify opportunities to improve operational efficiency and business processes
• Supervise and mentor client service professionals while ensuring alignment with business priorities
• Coordinate operational matters across the team and drive issues through resolution
• Partner with Business Service Officers on recruiting, onboarding, training, and performance management of support staff
• Assist in executing business plans, tracking performance metrics, and managing team compensation processes
• Support firm initiatives, regulatory projects, and operational remediations
• Develop and oversee client communication strategies

Qualifications

• 10+ years of experience within wealth management, private wealth, or financial services
• Demonstrated leadership experience managing client service teams
• Advanced degree, industry certification, or equivalent professional experience
• Active FINRA Series 7 and Series 66 (or Series 63 & Series 65)
• Willingness to obtain additional licenses and certifications as needed

Preferred Skills

• Strong leadership and team management abilities
• Extensive knowledge of wealth management products, including
• Equities
• Fixed Income
• Mutual Funds
• Options
• Managed
• Accounts
• Insurance
• Annuities
• Exceptional client relationship management skills
• Strong organizational and project management abilities
• Advanced Microsoft Office skills, particularly Excel
• Excellent written and verbal communication skills
• Ability to prioritize multiple initiatives in a fast-paced environment
• Detail-oriented with strong problem-solving skills
• Self-motivated and results-driven